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Vanguard Growth ETF

1,718 hedge funds and large institutions have $52.4B invested in Vanguard Growth ETF in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 674 increasing their positions, 626 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $24.1M

121% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 77

9% more funds holding in top 10

Funds holding in top 10: 267292 (+25)

3% more funds holding

Funds holding: 1,6701,718 (+48)

8% more repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 626

3% less capital invested

Capital invested by funds: $54.1B → $52.4B (-$1.7B)

2.32% less ownership

Funds ownership: 395.34%393.02% (-2.3%)

Holders
1,718
Holders Change
+48
Holders Change %
+2.87%
% of All Funds
27.37%
Holding in Top 10
292
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+9.36%
% of All Funds
4.65%
New
170
Increased
674
Reduced
626
Closed
77
Calls
$89.5M
Puts
$24.1M
Net Calls
+$65.4M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
401
Angeles Investment Advisors
California
$7.9M +$2.6M +66,840 +54%
SFG
402
Sovereign Financial Group
Connecticut
$7.87M +$2.01M +51,768 +38%
CAL
403
Capital Advisors Ltd
Ohio
$7.79M
GCP
404
Gill Capital Partners
Colorado
$7.74M +$669K +17,208 +10%
JFG
405
JMG Financial Group
Illinois
$7.74M -$150K -3,864 -2%
CS
406
Comerica Securities
Michigan
$7.73M -$523K -13,452 -7%
LIG
407
Lokken Investment Group
Delaware
$7.7M +$441K +11,346 +7%
CAL
408
Capital Analysts LLC
Pennsylvania
$7.69M +$791K +20,334 +12%
ACM
409
Advisors Capital Management
New Jersey
$7.68M +$499K +12,834 +7%
HI
410
Harbour Investments
Wisconsin
$7.53M +$379K +9,738 +6%
IFG
411
Independent Financial Group
California
$7.45M +$4.6M +118,230 +194%
SCM
412
SCS Capital Management
Massachusetts
$7.41M +$110K +2,838 +2%
NEWAS
413
N.E.W. Advisory Services
Wisconsin
$7.39M -$36.4K -936 -0.5%
OAJ
414
Ogorek Anthony Joseph
New York
$7.34M -$86.1K -2,214 -1%
FLA
415
Financial Life Advisors
Texas
$7.29M -$44.3K -1,140 -0.6%
MFGP
416
Marshall Financial Group (Pennsylvania)
Pennsylvania
$7.25M +$1.52M +39,174 +29%
WFA
417
Wellspring Financial Advisors
Ohio
$7.25M -$188K -4,842 -0.1%
VF
418
VitalStone Financial
Texas
$7.24M +$5.02M +129,144 +2,054%
MCA
419
Magnolia Capital Advisors
Mississippi
$7.23M +$6.08M +156,444 +901%
PG
420
Prostatis Group
Maryland
$7.22M +$6.63M +170,442 New
AM
421
AGF Management
Ontario, Canada
$7.22M -$135K -3,468 -2%
D
422
Dentgroup
Louisiana
$7.19M -$92.6K -2,382 -1%
M&T Bank
423
M&T Bank
New York
$7.19M +$1.75M +45,018 +35%
AA
424
Advisory Alpha
Michigan
$7.18M +$5.47M +140,754 +441%
CPRC
425
Consolidated Portfolio Review Corp
New York
$7.15M +$6.69M +171,990 New

VUG Hedge Fund Activity: Q1 2023 in Review

1,718 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2023, worth a combined $52.4B — down 3.1% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new VUG positions and 77 closed out — a net gain of 93 holders — while 674 added to existing stakes and 626 trimmed.

The largest buyer was Bank of America, adding an estimated $562M. The largest seller was Westwood Holdings Group, cutting an estimated $122M.

  • 1,718 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2023, up from 1,670 in Q4 2022.
  • Funds reported $52.4B of Vanguard Growth ETF stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 170 funds opened new Vanguard Growth ETF positions in Q1 2023 and 77 closed out, a net change of +93 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2023 was Bank of America, an estimated $562M added.
  • The largest Vanguard Growth ETF seller in Q1 2023 was Westwood Holdings Group, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2023.